+3,125.3%
WM vs DHI
+13,246.8%
-10,121.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +3.2% | -4.1% | +7.3% | +3.8% |
| 30D | +13.0% | +9.3% | +3.7% | +11.6% |
| 3M | +9.2% | -2.6% | +11.8% | +9.5% |
| 6M | +13.6% | +4.1% | +9.6% | +12.6% |
| YTD | +12.4% | +2.3% | +10.1% | +11.2% |
| 1Y | +21.2% | +2.7% | +18.5% | +19.8% |
| 3Y | +48.7% | +23.2% | +25.5% | +40.5% |
| 5Y | +61.9% | +57.3% | +4.6% | +45.2% |
| 10Y | +331.0% | +497.8% | -166.8% | +211.0% |
| All | +3,125.3% | +13,246.8% | -10,121.5% | +1,537.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DHI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling